Nationwide A River Park 2 1200 River Road Conshohocken, PA 19428 Map
Phone: 800-848-0920
| Category: | Large Blend | | Fund Family: | Nationwide | | Net Assets: | 91.95M | | Year-to-Date Return: | -11.79% | | Yield: | 0.91% | | Morningstar Rating: |  | | Fund Inception Date: | 11-May-98 |
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Gary D. Haubold
Lead Manager since
04-Oct-04 | | | Haubold is a portfolio manager for GMF, his employer since Dec. 2003. He joined GMF from Edge Capital Management, an equity hedge fund he founded in 2000. From 1997 to 2000, he was the senior portfolio manager at Pilgrim Baxter and Associates. Prior to Pilgrim Baxter, Haubold was a senior portfolio manager at Miller Anderson & Sherrerd, which is now part of Morgan Stanley Asset Management. Haubold holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return through a flexible combination of current income and capital appreciation. The fund normally invests in common stock and other equity securities, using a multi-disciplined approach, which blends fundamental and quantitative investment techniques. |
| Last Dividend
(20-Jun-08):
| 0.03 | | Last Cap Gain
(21-Dec-07):
| 3.27 | | Annual Holdings Turnover
| 373.00% | | Average for Category:
| 71.30% |
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| Expense | NWFAX | Category Avg | | Total Expense Ratio: | 0.97%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$866 | $577 | | 5 Yr Expense Projection*: |
$1,080 | $877 | | 10 Yr Expense Projection*: |
$1,686 | $1,739 |
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